Filed June 20, 2017 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC1+ years Filed as: TFO-TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $24,124 |
Filed as: FIDELITY INVESTMENTS Service code 21 · EIN 04-2647786 | Bank Trustee | $21,681 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $9,692 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,753 | $72,770+6.8% | $67,652+14.9% | $55,191+40.9% |
| Participation rate | 98.5% | 78.8%+19.8pp | 75.7%+22.9pp | 69.2%+29.4pp |
| Annual return | -0.66% | -3.26%+2.6pp | 6625.04%-6625.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,396 | $1,769+35.4% | $2,266+5.8% | $1,899+26.2% |
| Participant deferral / active EE | $4,220 | $3,408+23.8% | $3,560+18.6% | $3,046+38.5% |
| Admin fee / account holder | $151 | $79+91.1% | $4,821-96.9% | $91+65.9% |